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IHT Wealth Management’s Eversource Energy ES Stock Holding History

IHT Wealth Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Sell
5,641
-574
-9% -$39.8K 0.01% 905
2026
Q1 		$431K Buy
6,215
+1,106
+22% +$78.2K 0.01% 880
2025
Q4 		$344K Buy
5,109
+99
+2% +$6.95K 0.01% 913
2025
Q3 		$356K Sell
5,010
-42
-0.8% -$2.75K 0.01% 864
2025
Q2 		$321K Buy
5,052
+795
+19% +$49K 0.01% 859
2025
Q1 		$264K Sell
4,257
-109
-2% -$6.5K 0.01% 913
2024
Q4 		$251K Sell
4,366
-17
-0.4% -$1.06K 0.01% 925
2024
Q3 		$298K Sell
4,383
-52
-1% -$3.36K 0.01% 911
2024
Q2 		$251K Buy
4,435
+330
+8% +$19.6K 0.01% 861
2024
Q1 		$245K Sell
4,105
-727
-15% -$41.8K 0.01% 872
2023
Q4 		$298K Buy
4,832
+10
+0.2% +$577 0.01% 764
2023
Q3 		$280K Buy
4,822
+966
+25% +$64.4K 0.01% 756
2023
Q2 		$273K Buy
+3,856
New +$287K 0.01% 758
2021
Q3 		– Sell
-8,957
Closed -$719K – 857
2021
Q2 		$719K Buy
8,957
+5,995
+202% +$505K 0.05% 408
2021
Q1 		$256K Sell
2,962
-52
-2% -$4.41K 0.02% 686
2020
Q4 		$261K Buy
3,014
+140
+5% +$12.5K 0.02% 604
2020
Q3 		$240K Buy
2,874
+421
+17% +$36K 0.02% 553
2020
Q2 		$204K Buy
+2,453
New +$203K 0.03% 520
2020
Q1 		– Sell
-2,438
Closed -$207K – 581
2019
Q4 		$207K Sell
2,438
-55
-2% -$4.57K 0.02% 554
2019
Q3 		$213K Buy
+2,493
New +$198K 0.03% 533
2018
Q2 		– Sell
-1,337
Closed -$78K – 701
2018
Q1 		$78K Sell
1,337
-3
-0.2% -$177 0.02% 547
2017
Q4 		$83K Sell
1,340
-35
-3% -$2.21K 0.02% 540
2017
Q3 		$83K Buy
1,375
+6
+0.4% +$370 0.04% 391
2017
Q2 		$1K Buy
1,369
+331
+32% +$20.1K ﹤0.01% 1298
2017
Q1 		$62K Buy
1,038
+6
+0.6% +$341 0.04% 376
2016
Q4 		$57K Buy
+1,032
New +$55.2K 0.04% 366

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IHT Wealth Management's ES Position: Q2 2026 in Review

IHT Wealth Management reduced its Eversource Energy (ES) stake by 9.2% in Q2 2026, selling an estimated $39.8K and leaving 5,641 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #905.

IHT Wealth Management first reported a position in ES in Q4 2016 and has held it in 26 quarters since. The position peaked at $719K in Q2 2021. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • IHT Wealth Management held 5,641 shares of Eversource Energy worth $408K as of Q2 2026.
  • IHT Wealth Management sold 574 Eversource Energy shares in Q2 2026, an estimated $39.8K.
  • Eversource Energy made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #905 holding.
  • IHT Wealth Management first reported a position in Eversource Energy in Q4 2016 and has held it in 26 quarters since.
  • IHT Wealth Management's Eversource Energy position peaked at $719K in Q2 2021.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.